See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,338 | $57,354-31.4% | $83,848-53.1% | $64,186-38.7% |
| Participation rate | 77.1% | 68.6%+8.5pp | 76.1%+1.0pp | 69.6%+7.6pp |
| Annual return | -6.90% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $358 | $2,545-85.9% | $3,631-90.1% | $2,381-85.0% |
| Participant deferral / active EE | $1,830 | $2,993-38.9% | $4,082-55.2% | $3,470-47.3% |
| Admin fee / account holder | $2,507 | $4,046-38.0% | $5,478-54.2% | $4,888-48.7% |